Account Service Manager, Advisory

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for designated Advisory Brokers and clients.

• Provide an exceptional service experience.

• Oversee the complete investigation, resolution, and communication for client inquiries and service challenges.

• Foster and sustain relationships with brokers, clients, Client Executives, and internal business associates.

• Track account activity, recognize potential issues, and apply solutions to ensure account integrity.

• Educate clients and brokers on Guardian products, processes, policies, procedures, and self-service tools.

• Detect service trends and initiate proactive outreach and action plans to support client objectives and enhance customer experience.

• Report to the relevant Field Services leadership team within the Group Benefits division.

⛳️ Requirements

• A Bachelor's degree or equivalent professional experience.

• At least 3 years of experience in an Account Service Manager, Account Management, or Client Services role at Guardian.

• Experience engaging directly with clients and/or broker partners in a customer-facing capacity.

• Strong understanding of Guardian products, services, and service processes.

• Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint.

• Excellent problem-solving, communication, and relationship management abilities.

• Experience in supporting employee benefits, insurance, or financial services clients (preferred).

• Proven track record in managing complex service inquiries and resolving issues (preferred).

• Experience collaborating with multiple internal stakeholders to achieve client outcomes (preferred).

• Ability to analyze trends and pinpoint proactive service opportunities (preferred).

• Must have legal authorization to work in the United States without employer sponsorship/support now or in the future.

• Up to 10% travel may be necessary.

🏝️ Benefits

• Opportunities for skill development.

• Leadership training programs.

• Philanthropic engagement opportunities.

• Modern, supportive, flexible, and inclusive benefits and resources.

• Benefits available for full-time eligible employees.